Axis Focused 25 Fund

Overview

Axis Focused 25 Fund is an open-ended equity mutual fund that aims to generate long-term capital appreciation by investing in a concentrated portfolio of up to 25 companies across large, mid, and small-cap sectors in India. The fund focuses on high-conviction stocks, selecting companies with strong growth potential and sustainable earnings. The investment strategy involves a multi-cap approach, maintaining a diversified portfolio while concentrating on the best 25 ideas. The fund employs a bottom-up stock selection process, emphasizing companies with the potential for sustainable earnings growth. The portfolio is managed with a focus on risk management, aiming to maintain a low portfolio beta and minimize volatility. Since its inception on June 29, 2012, the fund has been managed by Mr. Jinesh Gopani, who has over 21 years of experience in the industry. The fund's performance is benchmarked against the Nifty 500 Total Return Index (TRI), and it has demonstrated a commitment to delivering long-term capital appreciation to its investors. Please note that past performance may not be indicative of future results, and investing in mutual funds involves risks, including the possible loss of principal. Investors should consider their investment objectives and risk tolerance before investing in this fund.

Investment Focus

• Minimum lump sum investment: ₹5,000
• Minimum SIP investment: ₹500
• Exit load: 1% if redeemed within 12 months; no exit load after 12 months

Portfolio Companies